Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Cookeville, TN 38501
Credentials
Series 66
Industry experience
9 years
Augustus Bo Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Edward Jones, and FirstBank. In addition to his advisory role, he acts as a non-variable insurance agent with FirstBank Insurance Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and frequently operates in an advisory capacity, supported by a broad affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
851 S Willow Ave, Suite 101
Cookeville, TN 38501
Tennessee · Texas
FirstBank
2021 - Present (5 years)
Raymond James Financial Services Advisors, Inc.
2021 - Present (5 years)
Raymond James Financial Services, Inc.
2021 - Present (5 years)
FirstBank Investment Partners
2021 - Present (5 years)
LPL Financial
2020 - 2021 (1 year)
Raymond James Financial Services Advisors, Inc.
2018 - 2020 (2 years)
Coffee Financial
2018 - 2020 (2 years)
Raymond James Financial Services, Inc.
2018 - 2020 (2 years)
Unemployed
2017 - 2018 (1 year)
Edward Jones
2016 - 2017 (1 year)
Marten Transport
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Cookeville, TN
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Series 63
Cookeville, TN
Cravens & Company Wealth Management
ChFC®, Series 65
Cookeville, TN
RidgeBrooke Capital Management LLC
Series 63, Series 65
Cookeville, TN
Southland Equity Partners, LLC.
Series 63, Series 65
Cookeville, TN
Creative Financial Designs, Inc.
Series 63, Series 65
Cookeville, TN
Csenge Advisory Group, LLC
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